Administrative Assistant Wealth Management jobs in United States
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TIAA ยท 5 hours ago

Administrative Assistant Wealth Management

TIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. They are seeking an Administrative Assistant to provide administrative support and coordinate activities for teams, ensuring efficient office functioning through a variety of responsibilities.

FinanceFinancial ServicesLife Insurance
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Maintains office inventory, facilitates supply orders and completes other general office duties
Supports employees with various tasks related to onboarding, appointment setting and travel arrangements
Provides meeting assistance through scheduling, presentation preparation and diligent note taking
Handles various office tasks related to communication and organization
Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments

Qualification

Microsoft OfficeOrganizational skillsCommunication skillsBusiness developmentFinancial services experienceMultitaskingDiscretionProblem-solvingInterpersonal skillsFlexibility

Required

High School Preferred
No Experience Required
Physical Requirements: Sedentary Work

Preferred

Prior experience working as an Administrative Assistant preferred
Experience in business development and strategy
Experience in the financial services field preferred
Exceptional organizational and multitasking skills, with the ability to prioritize and manage multiple projects simultaneously
Strong written and verbal communication skills, with attention to detail and accuracy
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and familiarity with Zoom, Teams, and Concur
Ability to work independently & take initiative
Discretion and professionalism in handling confidential information
Strong interpersonal skills and ability to work collaboratively with diverse teams
Proactive mindset with problem-solving attitude
Flexibility to adapt to changing priorities and work under pressure

Benefits

Superior retirement program
Highly competitive health, wellness and work life offerings

Company

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.

H1B Sponsorship

TIAA has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (10)

Funding

Current Stage
Late Stage

Leadership Team

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Roger Ferguson
Former President and CEO
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Thasunda Duckett
President & CEO
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Company data provided by crunchbase